tiprankstipranks
Trending News
More News >

JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #442 out of 809,067 TipRanks' Investors
Success Rate
75%
102 out of 137
profitable transactions
Average Return
270.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.67%
6-Month Return▲ 33.74%
12-Month Return▲ 123.97%
YTD Return▲ 41.63%
Total Return▲ 175.35%

Best Trade

Opened at
Closed at-
Gain▲ 2340.70%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▲ 3.06%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 11.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 12.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.86%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 8.25%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 3.06%
▲ 6.03%▲ 2.69%▲ 11.38%
▼ 12.86%▼ 1.27%▼ 1.70%
▼ 1.80%▼ 5.57%▼ 6.57%
▲ 1.84%▼ 0.87%▲ 12.12%
▲ 12.20%▲ 6.28%▲ 8.78%
▲ 6.24%▲ 5.14%▲ 4.86%
▲ 18.34%▲ 1.57%▲ 8.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Index Trust Small-Cap Index Fund Instl Shares
13.87%
▲ 26.07%
35
Buy
Jun 09, 2025
Palantir Technologies
64.58%
▲ 1,060.86%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.06%
▲ 23.25%
3
Buy
Mar 19, 2025
Target
0.3%
▼ 22.37%
5
Buy
Mar 19, 2025
Intel
0.35%
▼ 17.73%
4
Buy
Mar 19, 2025
Pfizer
0.5%
▼ 3.50%
2
Buy
Mar 19, 2025
Vale SA
0.41%
▼ 16.40%
6
Buy
Mar 12, 2025
New Perspective Fund, Class A Shares
2.06%
▲ 26.55%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.29%
▲ 40.78%
8
Buy
Mar 12, 2025
VF
0.29%
▼ 27.10%
5
Buy
Mar 12, 2025
Marvell
0.49%
▲ 7.08%
1
Open
Mar 12, 2025
IonQ
5.74%
▲ 858.83%
2
Buy
Sep 06, 2024
Nvidia
0.8%
▲ 67.72%
1
Open
Sep 06, 2024
Nike
0.19%
▼ 8.60%
1
Open
Sep 06, 2024
Dollar Tree
0.35%
▲ 65.59%
1
Open
Sep 06, 2024
Flagstar Financial
0.06%
▼ 7.62%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
1.89%
▲ 149.05%
2
Buy
Dec 23, 2022
Alphabet Class A
0.91%
▲ 107.83%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022